Minimize business risk through comprehensive E&O insurance and other risk solutions.
Are you protected with professional liability coverage? Financial services industry professionals know that E&O protection is essential. Moreover, having a trusted partner with expertise in the financial industry saves you time and provides peace of mind… we are that partner.
Our Financial Risk Solutions team has been crafting custom solutions since 1879, so you can be confident the policies will be carefully constructed to meet your firm's specific needs.
We have a long-standing partnership with Markel, a Fortune 500 company and leading insurance carrier in the RIA space. Together, we have established meaningful pricing discounts, so E&O protection is well within your reach and budget.
Save up to 15% on your annual premium on various insurance coverages including: Professional Liability (E&O), Directors & Officers Liability (D&O), Employment Practices Liability (EPLI) and more.
AiK2 Insurance for Wealth Managers
AiK2 offers business insurance exclusively for wealth managers – making it simple and cost effective.
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AIS challenges conventional thinking, setting income as a key objective for individuals with wealth. We believe income should be a critical portfolio component throughout the investment lifecycle.
ChaliceMD
Exclusive access and pricing on group health insurance, payroll, HR, 401(k) and benefits.
CPA Site Solutions Website
First impressions are now made online. Get a website that stands out from competitors.